How do I Manage Document Groups in Manage Internal Documentation?

How do I add new a Document Group?

1.	Login to your account using the username and password provided.
2.	Hover over the Fleet Management tab.
3.	Click on Document Management Centre in the drop down.
4.	Click on Manage Internal Documentation tab.
5.	Select Client.
6.	Click on VIEW button. New window will be open.
7.	Hover on CONTROLS button on right side of the page.
8.	Click on Manage Document Groups option. New window will be open.
9.	To add a new group, click on ADD button
10.	Enter Group Name, Select Display Order, Copy to Next Group Order and Show Date Picker fields.
11.	Click on SAVE button to save new group.

How Do I Edit Document Group?

1.	Login to your account using the username and password provided.
2.	Hover over the Fleet Management tab.
3.	Click on Document Management Centre in the drop down.
4.	Click on Manage Internal Documentation tab.
5.	Select Client.
6.	Click on VIEW button. New window will be open.
7.	Hover on CONTROLS button on right side of the page.
8.	Click on Manage Document Groups option. New window will be open.
9.	Open a new window for Manage Document Groups. To Edit groups click on group that you want to edit.
10.	Click on EDIT button.
10.	Make Changes to Group Name, Select Display Order, Copy to Next Group Order and Show Date Picker fields.
11.	Click on SAVE button to save changes that you have made.

How Do I Delete Document Group?

1.	Login to your account using the username and password provided.
2.	Hover over the Fleet Management tab.
3.	Click on Document Management Centre in the drop down.
4.	Click on Manage Internal Documentation tab.
5.	Select Client.
6.	Click on VIEW button. New window will be open.
7.	Hover on CONTROLS button on right side of the page.
8.	Click on Manage Document Groups option. New window will be open.
9.	Open a new window for Manage Document Groups. To Delete a group, click on the group that you want to Delete so it becomes highlighted.
10.	Click on DELETE button.
11.	A popup message will appear that say "Are you sure want to Delete this record?" click on ok if you are sure you wish to delete the group.

How do I show a document group to main users?

1.	Login to your account using the username and password provided.
2.	Hover over the Fleet Management tab.
3.	Click on Document Management Centre in the drop down.
4.	Click on Manage Internal Documentation tab.
5.	Select Client.
6.	Click on VIEW button. New window will be open.
7.	Hover on CONTROLS button on right side of the page.
8.	Click on Manage Document Groups option. New window will be open.
9.	A new window will open automatically, then just tick the 'Show Group to Main User'.

How do I show a document group to third party users?

1.	Login to your account using the username and password provided.
2.	Hover over the Fleet Management tab.
3.	Click on Document Management Centre in the drop down.
4.	Click on Manage Internal Documentation tab.
5.	Select Client.
6.	Click on VIEW button. New window will be open.
7.	Hover on CONTROLS button on right side of the page.
8.	Click on Manage Document Groups option. New window will be open.
9.	A new window will open automatically, then just tick the 'Show Group to Third Party User'.